financial planning

 
Call for employers to assist with saving as Sasi launches July Savings Month
Call for employers to assist with saving as Sasi launches July Savings Month
The month of July is Savings Month in South Africa, a campaign led by the South African Savings Institute (Sasi), with a focus on driving awareness...
A health check for your financial plan
A health check for your financial plan
Your plan so far If you made a financial plan and stuck to it at the beginning of the year, you will find your stress levels have diminished significantly, when it...
What to do with my inheritance?
What to do with my inheritance?
Monique asks: I recently inherited R1,3-million. How should I invest it and what financial institution currently offers the...
How to find a good financial adviser
How to find a good financial adviser
Lindi asks: I want to start planning properly for the future, but have heard lots of horror stories about people being ripped off...
Investing vs paying off debt
Investing vs paying off debt
M Yingwane asks: My wife and I have two houses. We need to decide whether to sell the one house and settle our debts or to hold on...
Our spend and burn culture
Our spend and burn culture
I recently received this email from a financial adviser at a bank. It is a hard-hitting comment on the materialism and consumerism that have...
Balancing income and growth
Balancing income and growth
Albie asks: My mother is 84 and still healthy. She lives in a retirement village. She is a widow and receives a pension of...
The value of 'stuff'
The value of 'stuff'
In a recent poll, Smart Money asked readers how much they thought their "stuff" -- furniture, clothes, appliances -- are worth as a...
Avoiding high fees in retirement
Avoiding high fees in retirement
Dave asks: Is there a way to invest the two-thirds of my retirement annuity when I retire without incurring broker charges? I ask...
Creating wealth
Creating wealth
Amar asks: I am currently working abroad, and would like some advice on investments at my age. I have three bonds and am acquiring...
How much is advice worth?
How much is advice worth?
The results of our survey show that the majority of readers would pay up to R1 000 for a financial plan.
Write down your goals and dreams
Write down your goals and dreams
I recently spoke to a couple who follow a very interesting financial philosophy. Once a year they hold a family annual general meeting (AGM) where...

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